USDT’s Strategic Bitcoin Accumulation Signals Bullish Reserve Strategy

As of October 2025, Tether has significantly strengthened its position in the cryptocurrency market by adding approximately $1 billion worth of Bitcoin to its reserves, bringing its total BTC holdings to an impressive $9.7 billion. This strategic move coincides with the stablecoin issuer's USDT supply approaching the monumental $175 billion milestone, representing a substantial 10.7% quarterly growth rate. Blockchain transaction data reveals that Tether's Bitcoin reserve address received 8,889 BTC from Bitfinex, an exchange with close operational ties to the company. This transaction follows Tether's established pattern of systematically bolstering its Bitcoin reserves, demonstrating the company's long-term confidence in Bitcoin's value proposition and its commitment to maintaining robust reserve backing for its stablecoin. The substantial increase in both Bitcoin reserves and USDT supply indicates growing market adoption and institutional confidence in stablecoins as fundamental components of the digital asset ecosystem. This development positions Tether not only as a stablecoin provider but also as a significant institutional holder of Bitcoin, potentially influencing market dynamics and reinforcing the interconnected nature of major cryptocurrencies. The continuous expansion of USDT's market capitalization, coupled with strategic Bitcoin acquisitions, suggests Tether is preparing for increased market demand while simultaneously diversifying and strengthening its reserve assets. This approach aligns with the broader industry trend of institutional adoption and the growing recognition of Bitcoin as a legitimate store of value and reserve asset. The timing of these developments, amidst evolving regulatory landscapes and increasing mainstream acceptance of digital assets, underscores Tether's proactive strategy to maintain its dominant position in the stablecoin market while capitalizing on Bitcoin's long-term growth potential.

Tether Boosts Bitcoin Reserves by $1B as USDT Supply Approaches $175B

Tether has added approximately $1 billion worth of Bitcoin to its reserves, elevating its total BTC holdings to $9.7 billion. The move coincides with the stablecoin issuer's USDT supply nearing $175 billion, marking a 10.7% quarterly increase.

Blockchain data reveals Tether's bitcoin reserve address received 8,889 BTC from Bitfinex, an exchange closely tied to the firm. The transaction aligns with Tether's pattern of quarterly BTC accumulation, mirroring similar end-of-period purchases in March, December, and September.

The company recently reported $8.9 billion in Bitcoin reserves as of June, with updated figures expected in October. Tether continues to dominate the stablecoin market, with USDT's circulating supply now standing at $174.6 billion.

OKX Pay and Grab Drive Mainstream Adoption of Stablecoin Payments in Singapore

Singapore's digital finance landscape takes a leap forward as OKX Pay integrates USDC and USDT payments into GrabPay's merchant network. The scan-to-pay service marks the first direct stablecoin implementation in a major Singaporean payment ecosystem, converting USDC to XSGD in real-time for seamless transactions.

The Purpose-Bound Money framework underpins the system, embedding compliance directly into each transaction while shielding merchants from crypto volatility. This strategic partnership bridges decentralized finance with everyday commerce, positioning Singapore at the forefront of payment innovation.

Stablecoin Inflows Surge 324% as $45.6B Floods Crypto Markets

The cryptocurrency sector witnessed a seismic shift in stablecoin adoption during Q3, with $45.6 billion entering the market—a 324% quarterly increase. Tether (USDT) and USD Coin (USDC) dominated inflows, while Ethena's USDe gained notable traction. Paradoxically, exchange reserves dwindled as $5 billion exited platforms within a week, $4 billion of which came from Binance alone.

Market analysts attribute the withdrawals to three key factors: a migration toward self-custody wallets, risk aversion, and yield-seeking behavior in DeFi protocols. Coinbase CEO Brian Armstrong presented a more contentious theory, accusing major banks of orchestrating a campaign to eliminate USDC rewards through regulatory pressure. "This isn't consumer protection—it's monopoly preservation," Armstrong testified before the U.S. Senate.

Ethereum solidified its position as the stablecoin activity hub, processing $46 billion in transactions over 90 days. USDT accounted for $19.6 billion of this volume, with USDC following at $12.3 billion. The network effect suggests ETH's infrastructure remains indispensable for large-scale stablecoin operations.

Citizens Initiates Coverage on Circle Internet with Market Perform Rating Amid Stablecoin Expansion

U.S. bank Citizens Financial Group launched coverage of Circle Internet Financial (CRCL) with a market perform rating, acknowledging the company's leadership in stablecoin innovation but flagging its current valuation as largely reflecting near-term potential. Circle, the issuer of USDC and EURC, has expanded its infrastructure to include cross-chain interoperability tools and programmable wallets, with its forthcoming Arc blockchain positioned as a cornerstone for tokenized payments and trading.

The stablecoin sector stands at a pivotal juncture, with global market capitalization projected to surge tenfold to $3 trillion by 2030, according to Citizens analysts. Regulatory tailwinds from the U.S. GENIUS Act and Europe's MiCA framework are expected to accelerate institutional adoption. USDC's circulating supply has doubled year-over-year to $74 billion, with reserves fully backed by cash and U.S. Treasuries—a compliance advantage that solidifies Circle's competitive position.

Circle's recent IPO and follow-on offering bolstered its balance sheet with over $1 billion in cash, providing ample runway for strategic initiatives. The report highlights Tether's dominant $175 billion USDT as evidence of the sector's scalability, while positioning Circle's regulatory-first approach as critical for capturing enterprise demand.

Tether's Profit Potential Could Eclipse Saudi Aramco, Says Bitwise CIO

Bitwise Chief Investment Officer Matt Hougan argues that Tether, issuer of the USDT stablecoin, may eventually surpass Saudi Aramco as history's most profitable company. In a September 2025 research note, Hougan contends crypto skeptics consistently underestimate the sector by overlooking the massive markets it disrupts.

Bitcoin's $2.3 trillion valuation—comparable to Amazon—demonstrates this dynamic. "Amazon serves daily needs, but Bitcoin competes with gold's $25 trillion market," Hougan observed. The analogy extends to ethereum and Solana, which are reshaping trading, settlement, and tokenized asset issuance against traditional finance's $1.8 quadrillion payments industry.